How big is RON DUNN Agency's plan?

RON DUNN Agency's plan reported $1.7M in assets and 11 participants for 2023.

Original filing (PDF)20240516142544NAL0060681568001

RON DUNN Agency

Name: RON DUNN Agency — RON DUNN Agency 401(k) Savings, Form 5500 (2023)
Creator: RON DUNN Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RON DUNN Agency 401(k) Savings Plan

401(k) retirement plan · RON DUNN Agency's RON DUNN Agency 401(k) Savings Plan held $1.7M in plan assets for 11 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Ronald DUNN signed RON DUNN Agency's 2023 Form 5500 as plan administrator.

Ronald DUNN — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

RON DUNN Agency's EIN is 25-1525513.

EIN 25-1525513

Plan number 001

Plan year 2023

ACK ID 20240516142544NAL0060681568001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for RON DUNN Agency from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

RON DUNN Agency's plan includes a 401(k) feature, profit-sharing, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RON DUNN AGENCY.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score